Core Viewpoint - The U.S. government is increasing investments in nuclear power, creating new opportunities for companies like Cameco as demand for clean energy rises due to electrification and AI data centers [1][12] Company Overview - Cameco is a leading uranium producer with significant assets, including a 70% stake in the McArthur River mine, which has estimated reserves of 251 million pounds of uranium and is expected to operate until 2044 [3] - The company also holds a 55% stake in the Cigar Lake mine with reserves of 105.2 million pounds, expected to run until 2036, and a 40% interest in Joint Venture Inkai in Kazakhstan with reserves of 100.4 million pounds, projected to operate until 2045 [4] - Additionally, Cameco owns a 49% interest in Westinghouse, a key player in nuclear reactor technology and services [5] Strategic Partnerships and Investments - Cameco's partnership with Westinghouse and Brookfield Asset Management aims to accelerate nuclear power deployment in the U.S., supported by an executive order from President Trump [7] - An investment of $80 billion is planned for building new reactors in the U.S., utilizing advanced reactor technologies from Westinghouse [8] - Analysts suggest this partnership could lead to a significant nuclear new-build program not only in the U.S. but also in other Western-aligned countries [9] Market Position and Financial Outlook - Cameco's extensive assets in mining and refining, along with its stake in Westinghouse, position it favorably for the upcoming U.S. nuclear infrastructure buildout [10] - The stock is currently priced at 67 times next year's earnings, reflecting investor confidence in its long-term potential, with projected earnings per share of $2.25 by 2028, requiring a 26.5% compound annual growth rate from this year's projected EPS of $1.11 [11] - Despite being considered pricey, the outlook for Cameco remains positive, suggesting it could be a valuable long-term holding in a diversified investment portfolio [12]

Core Viewpoint - Meta Platforms is experiencing a significant sell-off due to concerns over rising operating expenses outpacing revenue growth, but it remains a strong long-term investment opportunity for growth-focused investors [1][5][15] Financial Performance - Meta's stock fell 15.2% following the Q3 2025 earnings report, with a 1.5% decline in the second half of 2025, contrasting with a 15.9% gain in the S&P 500 and a 24.7% surge in the Nasdaq Composite [1] - Despite increased capital expenditures, Meta has $15.6 billion more in cash and marketable securities than long-term debt, maintaining impressive operating margins of 40% in the recent quarter [8][16] Investment Strategy - The recent sell-off reflects a market demand for focused AI spending, which is considered healthy for overall market dynamics [15] - Meta's strategic investments in AI are yielding positive results, with a 14% growth in ad impressions and a 10% increase in average ad prices due to higher advertiser demand [13][14] Market Position - Meta's price-to-earnings ratio has dropped to 28.2, making it the least expensive among the "Magnificent Seven" tech stocks, indicating a strong value proposition for long-term investors [16][17] - The company is building its own data centers to support AI workloads, demonstrating a commitment to long-term infrastructure development rather than short-term cost-cutting [12]

Key Takeaways Cameco's Q3 revenues fell 14.7% year over year to CAD 615 million on lower uranium and fuel sales.Adjusted EPS rose 17% to CAD 0.07, missing estimates amid volume declines across both segments.Cameco maintained 2025 guidance, expecting CAD 3.3-3.55 billion in revenues despite McArthur delays. Cameco (CCJ) reported third-quarter 2025 results on Tuesday, with revenues declining 14.7% year over year while adjusted earnings per share rose 17% year over year to CAD 0.07 (five cents). However, earni ...

Constellation Energy (NasdaqGS:CEG) Q3 2025 Earnings Call November 07, 2025 10:00 AM ET Company ParticipantsEmily Duncan - Senior VP of Investor Relations and Strategic InitiativesJames West - Managing DirectorShar Pourreza - Managing Director and Head of North American Power, Infrastructure, and UtilitiesDan Eggers - CFOJim McHugh - EVP and Chief Commercial OfficerJoe Dominguez - President and CEOAndrew Weisel - DirectorConference Call ParticipantsAngie Storozynski - Senior Equity Research AnalystDavid Arc ...

Wells Fargo Investment Institute is betting on the “nuclear option” to help power the U.S. economy, a stance that echoes recent bullishness from Cathie Wood‘s Ark Invest.US Power Demand Could Rise 25% Over 10 YearsIn new market commentary, the firm highlights an anticipated surge in electricity demand, primarily driven by artificial intelligence (AI), and identifies the Industrials and Utilities sectors as key beneficiaries.The analysis, authored by Senior Global Market Strategist Scott Wren, projects that ...

Key Takeaways UUUU has a strategic advantage in US uranium mining.Nuclear demand is rising as AI data center growth accelerates.REE expansion diversifies UUUU's revenues.Energy Fuels Company OverviewZacks Rank #2 (Buy) stock Energy Fuels ((UUUU) is a US-based uranium miner and processor. The company’s uranium yield is used for nuclear power. UUUU is uniquely positioned because it is the only US conventional uranium mill with a fully licensed mill (at its White Mesa Mill in Utah). In addition to its uranium ...

As a result of this demand and the required any-and-all solutions, the opportunity to deploy capital has noticeably accelerated in the past few months and is reflected in the pipeline of opportunities we are executing on today. In particular, we are seeing growing opportunities in nuclear, where we are exceptionally well-positioned to play a leading role in the sector's expansion in both the United States and globally, given our ownership of Westinghouse, the US nuclear champion. In October, we announced a ...

24/7 Wall St. Quick Read Lemonade (LMND) posted revenue of $194.5M, up 42.4% year over year, and raised 2025 revenue guidance to $727M to $732M from $710M to $716M. Lemonade beat EPS estimates by 19 cents and narrowed its 2025 adjusted EBITDA loss guidance to $127M to $130M from $135M to $140M. Nvidia (NVDA) gained on analyst upgrades, with Loop Capital raising its price target to $350 and projecting GPU shipments could double to 2.1M units by January 2026. Some investors get rich while others str ...

Financial Data and Key Metrics Changes - Cameco reported a strong financial performance for the first nine months of the year, with a significant increase of over $170 million in its share of Westinghouse's revenue recorded in the second quarter [22][24] - The company maintained a strong balance sheet with $779 million in cash and cash equivalents, $1 billion in total debt, and a $1 billion undrawn revolving credit facility [24] Business Line Data and Key Metrics Changes - The production forecast for the McArthur River and Key Lake operations was decreased from 18 million pounds to between 14 million and 15 million pounds due to development delays [20] - At the JB Inkai operation, production is on track to meet expectations of 8.3 million pounds, with Cameco's purchase allocation being 3.7 million pounds [21] - The fuel services division's annual production outlook remains on track, totaling between 13 million and 14 million kgU of combined fuel services products [21] Market Data and Key Metrics Changes - The long-term price of uranium is projected around $84 per pound, with indications that Cameco can drive premiums in the market due to its reliability and delivery history [36][37] - The uranium market is experiencing a gap between demand and supply, with expectations that the demand will increase significantly due to the U.S. Government's partnership and initiatives [60][62] Company Strategy and Development Direction - Cameco is focused on long-term value creation and enhancing energy security through partnerships, particularly with the U.S. Government and Westinghouse [25][56] - The company aims to support the next chapter of nuclear growth, emphasizing the importance of the entire fuel cycle, not just uranium mining [17][18] - The recent partnership with the U.S. Government is expected to stimulate the nuclear supply chain and create significant growth opportunities for both Cameco and Westinghouse [12][56] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the nuclear industry's growth, highlighting the importance of energy security and the transition to clean energy [12][25] - The partnership with the U.S. Government is seen as a catalyst for nuclear development, with expectations for multiple reactors to be built in the coming years [56][86] - Management acknowledged the challenges in the market but emphasized the company's strategic position to execute and deliver value [17][18] Other Important Information - Cameco announced a 2025 annual dividend of $0.24 per common share, reflecting its improving financial performance [24] - Changes in the executive team were highlighted, with the retirement of the Chief Marketing Officer and the appointment of a new Senior Vice President and Chief Marketing Officer [26][28] Q&A Session Summary Question: Flexibility of standby product loan facilities - Management confirmed that discussions regarding standby product loan facilities are flexible and availability remains strong [32][34] Question: U.S. leadership role in demand outlook - Management indicated that the market is recognizing the value of producers in safe jurisdictions, and pricing dynamics are evolving [36][37] Question: Details on the U.S. Government partnership - Management expressed excitement about the partnership, emphasizing its potential to stimulate nuclear build and the importance of financing and permitting [44][46][56] Question: Pricing dynamics and contracting activity - Management remains constructive on uranium pricing, indicating that supply discipline is necessary to reflect fundamental production economics [58][62] Question: Westinghouse's capacity for new builds - Management noted that Westinghouse has a healthy pipeline of projects and is positioned to start multiple reactors as long as long lead items are managed properly [66][71] Question: Restarting conversion capacity - Management stated that the decision to restart conversion capacity is dependent on long-term contracts rather than just price [74][76] Question: Potential for U.S. Government to support more reactors - Management confirmed ongoing discussions with utilities and the potential for further reactor builds beyond the initial agreement [81][84] Question: TRL six achievement for GLE - Management highlighted that achieving TRL six removes technology risk and allows for meaningful engagement with utilities regarding GLE [88][90] Question: Framework for Westinghouse's contracting - Management confirmed that the existing contracting framework remains useful, subject to finalizing agreements with the U.S. Government [94][96]

The nuclear fuel stock jumped this week. Here's why.Shares of Cameco (CCJ 2.40%) rose this week, finishing up 16%. The move came as the S&P 500 gained 0.7% and the Nasdaq-100 gained 2%.Cameco, the world's largest provider of uranium, saw its stock skyrocket after the company announced an $80 billion deal with the U.S. government.NYSE : CCJCamecoToday's Change( -2.40 %) $ -2.51Current Price$ 102.21Key Data PointsMarket Cap$46BDay's Range$ 100.75 - $ 106.7452wk Range$ 35.00 - $ 110.16Volume5.7MAvg Vol5MGross ...